Naveen Neerukonda has been Managing Member and CCO of PVA Financial since July 2018, is a control person of the firm and directly owns 75% or more of it. Naveen Neerukonda holds an MBA from Booth School of Business, University of Chicago and a BS in Business Administration from Washington University.
Pva Financial LLC is a firm with $137M under management, 49 clients and 1 adviser in one office, as of its July 2026 filing.
Naveen Neerukonda is Founder of PVA Financial LLC, based in Chicago, Illinois. He founded the firm in 2018. He worked as a Management Consultant and an Investment Banker before moving into Private Equity, where he focused on transaction execution and portfolio management. His career has focused on advising businesses and individuals on financial, transactional and operational issues.
- Pva Financial, LLCCurrent– present · 5 yearsOak Brook, IL · Adviser representative · Firm CRD 312523
Professional designations
Listed by PVA Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Naveen Neerukonda is registered as an investment adviser representative in 2 states. The first approvals date from February 2021; the most recent is Texas, in March 2024.
- IllinoisSince 9 February 2021
- TexasSince 8 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 January 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 August 2003 |
| Series 7 | General Securities Representative Examination | 1 August 2003 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 3243997
- Firm
- PVA Financial · CRD 312523
- Role
- Managing Member and CCO
- Office
- Oak Brook, IL
- Registration
- Investment adviser registration
- In the industry since
- February 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pvafinancial.com
Where does Naveen Neerukonda work?
Naveen Neerukonda has been Managing Member and CCO of Pva Financial LLC since July 2018, and is a control person of the firm.
Is Naveen Neerukonda a financial advisor?
Yes. Naveen Neerukonda has a current investment-adviser registration in Illinois and Texas, through PVA Financial since February 2021.
How many years of experience does Naveen Neerukonda have?
Naveen Neerukonda has 5 years in the financial industry, since February 2021, across 1 adviser firm.
What exams has Naveen Neerukonda passed?
Naveen Neerukonda has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 2003.
Where is Naveen Neerukonda based?
Naveen Neerukonda’s registered office is in Oak Brook, IL.
Is Naveen Neerukonda registered with FINRA?
No. Naveen Neerukonda has no current broker registration.
Is Naveen Neerukonda a CFP?
PVA Financial lists Naveen Neerukonda with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: NAVEEN NEERUKONDA, CFP ® biography, pvafinancial.com
How can I verify Naveen Neerukonda’s record?
Search CRD 3243997 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Naveen Neerukonda’s full registration record.